-99.8%
AMIX vs LBRT
+10.1%
-109.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.4% | -2.4% |
| 7D | -13.7% | +8.7% | -22.5% | -16.1% |
| 30D | -62.1% | +6.6% | -68.7% | -63.0% |
| 3M | -46.2% | -34.5% | -11.7% | -44.1% |
| 6M | -46.4% | -24.5% | -21.9% | -45.7% |
| YTD | -60.3% | +12.7% | -73.0% | -62.0% |
| 1Y | -79.7% | +94.8% | -174.5% | -82.0% |
| All | -99.8% | +10.1% | -109.9% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded LBRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling